SSWM
Sheets Smith Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
6,945
+6,487
| +1,416% | +$585K | 0.07% | 245 |
|
|
2025
Q1 | $656K | Hold |
458
| – | – | 0.08% | 211 |
|
|
2024
Q4 | $543K | Sell |
458
-13
| -3% | -$15.4K | 0.07% | 253 |
|
|
2024
Q3 | $542K | Hold |
471
| – | – | 0.07% | 240 |
|
|
2024
Q2 | $497K | Sell |
471
-1,142
| -71% | -$1.21M | 0.06% | 240 |
|
|
2024
Q1 | $1.82M | Buy |
1,613
+374
| +30% | +$422K | 0.2% | 108 |
|
|
2023
Q4 | $1.18M | Sell |
1,239
-7
| -0.6% | -$6.65K | 0.17% | 124 |
|
|
2023
Q3 | $1.13M | Sell |
1,246
-72
| -5% | -$65.4K | 0.17% | 125 |
|
|
2023
Q2 | $1.26M | Buy |
1,318
+413
| +46% | +$395K | 0.18% | 114 |
|
|
2023
Q1 | $768K | Buy |
905
+79
| +10% | +$67.1K | 0.12% | 161 |
|
|
2022
Q4 | $697K | Hold |
826
| – | – | 0.11% | 162 |
|
|
2022
Q3 | $581K | Buy |
+826
| New | +$581K | 0.1% | 175 |
|
|
2020
Q1 | – | Sell |
-2,523
| Closed | -$1.1M | – | 310 |
|
|
2019
Q4 | $1.1M | Sell |
2,523
-83
| -3% | -$36.1K | 0.21% | 113 |
|
|
2019
Q3 | $1.04M | Sell |
2,606
-65
| -2% | -$25.9K | 0.21% | 116 |
|
|
2019
Q2 | $986K | Sell |
2,671
-16
| -0.6% | -$5.91K | 0.2% | 122 |
|
|
2019
Q1 | $1.04M | Buy |
+2,687
| New | +$1.04M | 0.23% | 115 |
|
|
2017
Q1 | – | Sell |
-4,198
| Closed | -$1.17M | – | 303 |
|
|
2016
Q4 | $1.17M | Sell |
4,198
-225
| -5% | -$62.7K | 0.33% | 85 |
|
|
2016
Q3 | $1.24M | Sell |
4,423
-204
| -4% | -$57.1K | 0.35% | 77 |
|
|
2016
Q2 | $1.25M | Sell |
4,627
-120
| -3% | -$32.5K | 0.36% | 77 |
|
|
2016
Q1 | $1.3M | Sell |
4,747
-3,465
| -42% | -$948K | 0.4% | 70 |
|
|
2015
Q4 | $2.08M | Buy |
8,212
+9
| +0.1% | +$2.28K | 0.63% | 44 |
|
|
2015
Q3 | $2.05M | Sell |
8,203
-65
| -0.8% | -$16.3K | 0.69% | 45 |
|
|
2015
Q2 | $1.87M | Sell |
8,268
-3
| -0% | -$678 | 0.51% | 57 |
|
|
2015
Q1 | $1.79M | Sell |
8,271
-179
| -2% | -$38.7K | 0.49% | 61 |
|
|
2014
Q4 | $1.63M | Sell |
8,450
-147
| -2% | -$28.3K | 0.42% | 67 |
|
|
2014
Q3 | $1.29M | Buy |
8,597
+1,312
| +18% | +$197K | 0.35% | 86 |
|
|
2014
Q2 | $1.1M | Buy |
7,285
+345
| +5% | +$52K | 0.29% | 97 |
|
|
2014
Q1 | $1.03M | Buy |
6,940
+440
| +7% | +$65.3K | 0.29% | 100 |
|
|
2013
Q4 | $837K | Buy |
+6,500
| New | +$837K | 0.23% | 116 |
|